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Steve Eisman warned that the AI boom's fate rests on OpenAI and Anthropic

Eisman said OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle Source: Read the original article on qz.com

By deepak · August 13, 2026 · 1 min read

Eisman said OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle

Source: Read the original article on qz.com